ShoreHaven Wealth Partners, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 1,033 filers reported holding VANGUARD MUN BD FDS in Q1 2024. The put-call ratio across all filers is 3.24 and the average weighting 0.7%.

Quarter-by-quarter ownership
ShoreHaven Wealth Partners, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$1,181,243
-2.3%
23,573
-1.3%
0.62%
-6.6%
Q1 2024$1,208,632
-2.5%
23,886
-1.6%
0.66%
-11.8%
Q4 2023$1,239,035
+10.7%
24,271
+4.3%
0.75%
-2.1%
Q3 2023$1,119,143
-57.7%
23,267
-55.8%
0.77%
-56.5%
Q2 2023$2,643,631
+44.0%
52,641
+45.3%
1.77%
+37.3%
Q1 2023$1,835,361
-9.9%
36,229
-11.9%
1.29%
-10.2%
Q4 2022$2,036,11841,1421.44%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 2024
NameSharesValueWeighting ↓
Passive Capital Management, LLC. 601,866$33,048,43818.72%
Ackerman Capital Advisors, LLC 1,433,972$78,739,00018.07%
ATMOS ADVISORY, LLC 321,731$17,666,00014.77%
Brooklyn FI, LLC 243,365$13,363,00012.55%
Leonard Rickey Investment Advisors P.L.L.C. 619,280$34,005,00012.46%
SCS Capital Management LLC 10,075,980$553,272,00012.14%
MARYLAND CAPITAL ADVISORS INC. 259,838$14,268,00011.77%
Quaker Wealth Management, LLC 312,246$17,145,0007.29%
Wealthfront Advisers LLC 28,739,198$1,578,070,0006.67%
Silver Oak Advisory Group, Inc. 184,613$10,137,0006.42%
View complete list of VANGUARD MUN BD FDS shareholders